Conversational AI for Financial Services: An Expert Guide


According to Cognizant, 74% of financial services executives believe that AI is extremely important to the success of their companies; while Juniper estimates that AI-powered chatbots will save $7.3 billion for banks by 2023.

Conversational AI is a technology that financial services providers have been eagerly implementing, not just for the tremendous cost savings, but also for its ability to engage customers and address their needs in a faster and more efficient manner.

However, while there is a great deal of optimism about Conversational AI, financial services brands are still at a relatively early stage of understanding its true potential to transform the way they do business.


This playbook will serve as a comprehensive guide to Financial Services brands to help them:

  • Get started with Conversational AI
  • Know the key features to look out for while evaluating AI Assistant solutions
  • Understanding the benefits of Conversational AI implementation through success stories of financial services brands using AI automation to reduce costs and drive lead generation

For actionable insights on how financial services brands can get started with Conversational AI, fill in the form and download your e-book now!